Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filtering of 1 to N da...
Microsoft Dynamics CRM (Archived)

Filtering of 1 to N data from parents word template

(0) ShareShare
ReportReport
Posted on by Sreevalli 3,256

Hi,

I have a Word template that displays 1:N relationship. However, It brings all records all the time, regardless the status, or the active view at the time of the generation. can we apply filter on child records?

*This post is locked for comments

  • Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Filtering of 1 to N data from parents word template

    Hi Alex,

    Thanks for the response.

    I need to send email with resulting word template attachment on monthly basis. for that I am thinking about recurrent workflow. so I cannot use other dlls.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Filtering of 1 to N data from parents word template

    Hi,

    not sure if below link help, but it is worth to take a look.

    www.crmsoftwareblog.com/.../word-document-templates-that-use-fetchxml-for-complex-data-retrieval

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans